Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech giant as it builds out artificial intelligence infrastructure to meet a potential demand surge, TD Cowen analysts said.
TK Chiang, CEO of CLP Group, discusses the utility company's commitment to renewable energy in China and Hong Kong, and the ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
Paris AI Summit launched four programs driving sustainable AI progress through energy monitoring, environmental standards, public resource access, and ethical governance.
Middle and high school students presented 156 projects Monday at the annual Corden Pharma Colorado Regional Science Fair at ...
Abhijit Dubey, CEO of NTT Data, focuses on responsible AI, data center innovation, and talent investment, stressing the need ...
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